John Marshall Bancorp
JMSB
50 hedge funds and large institutions have $94.2M invested in John Marshall Bancorp in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 5 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 10
0.07% more ownership
Funds ownership: 37.29% → 37.36% (+0.07%)
2% less funds holding
Funds holding: 51 → 50 (-1)
11% less capital invested
Capital invested by funds: $106M → $94.2M (-$11.8M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$2M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$319K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$302K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$139K |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$1.16M |
| 2 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$682K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$624K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$208K |
| 5 |
Goldman Sachs
New York
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWM
51
Laidlaw Wealth Management
New York City,
New York
| – | -$682K | -33,971 | Closed |
|
|
52
First Trust Advisors
Wheaton,
Illinois
| – | -$624K | -31,067 | Closed |
|
|
53
Citadel Advisors
Miami,
Florida
| – | -$208K | -10,376 | Closed |
|
|
54
Goldman Sachs
New York
| – | -$208K | -10,356 | Closed |
|
|
C
55
Covestor
London,
United Kingdom
| – | -$19 | -1 | -8% |
|
JMSB Hedge Fund Activity: Q3 2023 in Review
50 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in John Marshall Bancorp (JMSB) for Q3 2023, worth a combined $94.2M — down 11% from $106M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JMSB and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 18 added.
The largest buyer was FJ Capital Management, opening a new position worth an estimated $2M. The largest seller was Houlihan Financial Resource Group, exiting entirely with an estimated $1.16M sold.
- 50 institutional investors held John Marshall Bancorp (JMSB) as of Q3 2023, down from 51 in Q2 2023.
- Funds reported $94.2M of John Marshall Bancorp stock for Q3 2023, down 11% quarter-over-quarter.
- 4 funds opened new John Marshall Bancorp positions in Q3 2023 and 5 closed out, a net change of -1 holder.
- The largest John Marshall Bancorp buyer in Q3 2023 was FJ Capital Management, an estimated $2M added.
- The largest John Marshall Bancorp seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $1.16M sold.
Based on aggregated 13F filings for Q3 2023.